Strategic Client Service Manager

Referral Details

We greatly appreciate your referral, and we look forward to reviewing the qualifications of the candidate you've recommended. Here's a brief overview of the process: After you've completed this referral form, your recommended candidate will be directed to apply for the specific role through our website. This step is crucial for Wipfli to remain compliant with federal laws and to ensure a fair and transparent selection process. Once their application is received, our Talent Acquisition team will evaluate their qualifications, including how well they align with the requirements of the role and the broader needs of our organization. Your referred candidate will remain in our candidate database for future opportunities, offering them additional chances to become part of our team. As the referrer, your role in the recruitment process is to bring potential talent to our attention. We ask that you refrain from discussing updates on the candidate's status, out of respect for their personal consideration. Our Talent Acquisition team will provide you with a final update once the candidate has been informed of their application status. Throughout this process, we may reach out to you with questions or additional information to ensure a seamless and effective referral experience. Thank you for your invaluable contribution to our recruitment efforts, and we sincerely appreciate your understanding and support throughout this process.

If you would like to read more about referral bonus eligibility, please visit InSite: https://wipflillp.sharepoint.com/sites/WipfliAssociateHandbook/SitePages/Associate-Referral-Bonus-Program.aspx

Responsibilities

Essential Responsibilities: - Owns the development and architecture of solutions (either individually or working with others) to develop a clear statement of work based on client requirements and in-depth knowledge of standard applications and operational best practices. - Oversees multiple project plans, sets targets for milestones, and identifies and mitigates risk to ensure projects are completed on time and within budget while maintaining alignment with client strategic objectives. - Develop team self-sufficiency through cross-training and knowledge sharing, and mentor and delegate work to ensure staff development and build advisory, facilitation, and consultative skillsets. - Manages knowledge transfer internally both up and down the team and cross-trains associates in various areas to support scalability of advisory services. - Develop methodologies, processes, procedures, provides quality control to enhance the team's best practice methodology and library including process improvement, change enablement, and operational excellence approaches. - Applies root cause analysis to assess and propose solutions or alternatives that are linked to client business needs and long-term organizational performance outcomes. - Actively participates with opportunity leaders or regional teams in business development activities by providing subject leadership and credibility on sales pursuits. - Oversees available capacity of consultants and works with others to maximize weekly production while balancing delivery, advisory work, and business development priorities.

Knowledge, Skills and Abilities

Required Qualifications: - Bachelor’ of Science Degree in Business or Technology - 7+ years’ experience in a professional services firm or 10+ years of private industry experience focused on appropriate technical area or operational/advisory disciplines with 1+ years in professional services - Works towards obtaining additional appropriate advanced certifications in technology, advisory, or operational excellence disciplines Preferred Qualifications: - Training, support or consulting advisory experience. - Experience with compliance or professional standards associated with area of expertise desired. - Experience with process improvement, change management, facilitation, or strategic planning. - Experience advising clients beyond technical delivery, including operational or organizational recommendation. Skills & Abilities: - Ability to scope, plan, and budget for projects, while adeptly prioritizing and organizing work under pressure to meet budget and time deadlines. - Ability to lead teams, deliver results, and manage multiple projects concurrently, while remaining agile in responding to unexpected events or changing priorities. - Skilled in managing client expectations, escalating effectively, and ensuring client satisfaction in both delivery and advisory engagements.. - Ability to pursue industry-aligned projects, drive industry growth through internal networks, and identify sales and cross-selling opportunities through various marketing channels, leveraging strong knowledge of firm's consulting offerings. - Excellent Written, Verbal and Presentation skills with the ability to effectively communicate complex technical and business concep